Trusts and Estates

Montgomery McCracken’s Trusts and Estates Practice encompasses the full range of estate planning, business succession planning, and estate and trust administration services for individuals, closely-held businesses, charities, trusts, and estates.

Estate planning means planning for all of life’s major changes – marriage, divorce, birth of child or grandchild, starting a new job, purchasing, expanding or selling a business, going public, planning for the care of children with special needs, retirement, disability, the death of a spouse, or other family members and, of course, one’s own death.

We work with our clients regarding:

  • Wills
  • Financial powers of attorney
  • Health care directives or living wills
  • Establishment of irrevocable life insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, and generation-skipping trusts
  • Establishment of charitable remainder and lead trusts
  • IRAs and qualified and non-qualified retirement accounts including designating the beneficiaries
  • Shareholders’ and buy-sell agreements
  • Family limited partnership agreements
  • Split-dollar insurance agreements
  • Documentation for intra-family sales
  • Pre-marital/nuptial agreements
  • Will contests
  • Will and trust interpretation
  • Orphans’ Court and Surrogate Court litigation

Our focus at Montgomery McCracken is to make sure that the needs of the client and the client’s family are met in a way that will reduce the bite of income and estate and other transfer taxes and provide for creditor and other asset protection. We counsel our clients on gift-giving vehicles that will allow them to take advantage of the tax-reduction measures that remain available under the income and transfer tax laws.

While our client base includes a diverse array of individuals and entities, our practice has a particular focus in serving owners of closely-held businesses. For those clients, whose needs are often distinct and complex, we learn about their business and advise them with regard to tax-savings and business succession measures.

The Trusts and Estates Practice is committed to serving the specific needs of each individual client. Through careful advice and analysis, we provide our clients with estate plans and estate planning documents which are tailor-made to assist them in achieving their particular estate planning and personal goals.

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